Ceera Investments’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Hold |
9,786
| – | – | 0.94% | 34 |
|
|
2025
Q1 | $2.93M | Hold |
9,786
| – | – | 1.01% | 31 |
|
|
2024
Q4 | $3.3M | Hold |
9,786
| – | – | 1.13% | 32 |
|
|
2024
Q3 | $3.12M | Sell |
9,786
-10
| -0.1% | -$3.19K | 1.18% | 28 |
|
|
2024
Q2 | $2.9M | Sell |
9,796
-50
| -0.5% | -$14.8K | 1.23% | 27 |
|
|
2024
Q1 | $3.04M | Sell |
9,846
-145
| -1% | -$44.7K | 1.33% | 25 |
|
|
2023
Q4 | $2.86M | Sell |
9,991
-2,465
| -20% | -$706K | 1.35% | 27 |
|
|
2023
Q3 | $2.92M | Hold |
12,456
| – | – | 1.59% | 23 |
|
|
2023
Q2 | $2.44M | Sell |
12,456
-110
| -0.9% | -$21.6K | 1.41% | 25 |
|
|
2023
Q1 | $2.55M | Hold |
12,566
| – | – | 1.63% | 23 |
|
|
2022
Q4 | $2.72M | Sell |
12,566
-94
| -0.7% | -$20.4K | 1.72% | 27 |
|
|
2022
Q3 | $2.69M | Sell |
12,660
-349
| -3% | -$74.1K | 1.78% | 25 |
|
|
2022
Q2 | $3.15M | Sell |
13,009
-128
| -1% | -$31K | 1.8% | 21 |
|
|
2022
Q1 | $3.59M | Sell |
13,137
-80
| -0.6% | -$21.9K | 1.79% | 22 |
|
|
2021
Q4 | $4.52M | Sell |
13,217
-220
| -2% | -$75.2K | 2.34% | 13 |
|
|
2021
Q3 | $3.48M | Sell |
13,437
-30
| -0.2% | -$7.77K | 1.91% | 18 |
|
|
2021
Q2 | $3.46M | Sell |
13,467
-5
| -0% | -$1.29K | 2.63% | 13 |
|
|
2021
Q1 | $3.03M | Buy |
+13,472
| New | +$3.03M | 2.47% | 15 |
|